Confluence Wealth Services, Inc. Invesco Exchange Traded Fd Tr Transaction History

Confluence Wealth Services, Inc.

  • $1.38 Billion
  • Q4 2024

A detailed history of Confluence Wealth Services, Inc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 2,122 shares of XMHQ stock, worth $187,499. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,122
Previous 8,592 75.3%
Holding current value
$187,499
Previous $881,000 76.39%
% of portfolio
0.02%
Previous 0.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
SELL
$98.47 - $109.35 $637,100 - $707,494
-6,470 Reduced 75.3%
2,122 $208,000
Q3 2024

Oct 29, 2024
SELL
$94.31 - $103.26 $1.74 Million - $1.91 Million
-18,453 Reduced 68.23%
8,592 $881,000
Q2 2024

Jul 31, 2024
BUY
$96.76 - $109.6 $1.5 Million - $1.7 Million
15,495 Added 134.16%
27,045 $2.62 Million
Q1 2024

Apr 22, 2024
BUY
$86.47 - $110.05 $998,728 - $1.27 Million
11,550 New
11,550 $1.27 Million

Others Institutions Holding XMHQ

# of Institutions
404
Shares Held
43.7M
Call Options Held
4.2K
Put Options Held
100
View Full List

About INVESCO EXCHANGE-TRADED FD TR

XMHQ Quotes by TradingView
  • Ticker XMHQ
  • Sector ETFs
  • Industry ETFs
More about XMHQ
Track This Portfolio

Track Confluence Wealth Services, Inc. Portfolio

Follow Confluence Wealth Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Confluence Wealth Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Confluence Wealth Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email